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Important Questions to Ask Your Financial Advisor
Lawton Retirement Plan Consultants Link to more items from this source
Aug. 6, 2019

"[1] Are you a fiduciary for the recommendations you make? .... [2] How are you paid? ... [3] What is your investment philosophy? ... [4] What professional credentials do you have? ... [5] What is your educational background? ... [6] How many years have you been an investment adviser? ... [7] What does your ideal client look like? ... [8] What happens to my business if you are gone? ... [9] Does the company you work for sell investment funds/products?"

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